Associate Financial Analyst, Employee Benefits

2 weeks ago

Indianapolis, United States Gibson Insurance Agency Inc Full time

Job Type

Full-time

Description

JOIN THE GIBSON TEAM AND FIND YOUR EDGE

As a 100% employee-owned organization, we are committed to creating world class service experiences for our customers through our high-performance client service teams. We're passionate about our employee owners, which is why we utilize best practices; provide access high quality training, tools, and resources; and curate experiences that help them find and own their edge.

Our Core Values are lived in our business and our culture is fueled by them.

  • Create a Great Experience
  • Do the Right Thing
  • Play for Each Other
  • Pursue Growth
  • Own Your Future
This position possesses a keen attention to detail, can juggle multiple tasks on an ongoing basis and possesses excellent analytical skills. The Associate Financial Analyst assists in preparing contribution modeling and monthly claims dashboards. This person is responsible for ensuring the accuracy of data from clients and carriers and works in conjunction with the Financial Analytics team.

In this role, you will contribute to the team by:
  • Acquiring data from carrier resources for standard client reporting, ad-hoc analysis, and forecasting
  • Supporting the development of mid-year renewal projections
  • Populating monthly claims dashboards for self-funded and fully insured clients
  • Aggregating benefits benchmarking information to assist with client benefits decision making
  • Extracting utilization and clinical data to support strategy development from data warehouse
  • Preparing employee and employer cost modeling
  • Gathering data from multiple sources, reviewing for accuracy, and formatting for client and team use
  • Performing other duties and special projects as assigned
You may be a great fit for this role if you:
  • Love digging through data for patterns and trends
  • Have a knack for telling the story behind the data
  • Enjoy working "behind the scenes" to create client deliverables
  • Strong project management skills
  • Have a natural intellectual curiosity and enjoy complex problem solving
  • Thrive in a fast-paced environment working in a team structure
Required
  • Advanced Excel Proficiency (Macros, Power Query, Complex Formulas, etc.)
  • Bachelor's degree, with prior experience considered in lieu of a diploma
  • Indiana Health, Life, and Disability license or the ability to obtain the license within 3 months of employment
  • Experience manipulating data and creating reports in tools like Tableau or PowerBI
  • Excellent computer, software and office machine skills and knowledge specifically with Microsoft products (Excel) and Tableau. Must have the ability to collect, analyze and interpret data from various sources in order to solve client problems
About Gibson:

We exist to pursue the best interests of our clients. And we do it together, sharing what we learn from client to client, moment to moment, and digging deeper to see things others can't - or don't bother to. That's how we get to the proactive side of insurance, where our clients really gain their edge.

Noteworthy facts about Gibson:
  • Founded in 1933
  • 100% Employee-Owned
  • Business Insurance Top 100 U.S. Broker
  • Designated as one of the Best Places to Work
  • Locations in South Bend, IN, Fort Wayne, IN, Indianapolis, IN, Kalamazoo, MI, Phoenix, AZ, Tucson, AZ, Salt Lake City, UT, Chicago, IL
  • Great benefits

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